Sundaram Flexi Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Flexi Cap IDCW Reinvest Direct Plan

NAV
₹14.8382
+0.52%
(15 Oct)
AUM
2,064 Cr
TER
0.62%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+3.0%
+3.0%
-2.3%
-3.2%
-6.7%
-6.7%
3Y
+25.9%
+25.9%
+17.6%
+15.0%
+25.1%
+25.1%
5Y
NA
NA
+20.0%
NA
+27.7%
+27.7%
ALL
+21.9%
+21.9%
+14.3%
+13.5%
+17.7%
+17.7%
VOL
13.9%
13.9%
-
11.9%
17.4%
17.4%
TER
0.6%
0.6%
-
0.6%
0.5%
0.5%
AUM
₹4,000 Cr
₹4,000 Cr
-
₹2,064 Cr
₹5,990 Cr
₹5,990 Cr
INFO
1.58
1.58
-
1.13
1.02
1.02
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Flexi Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
HDFC Bank Ltd
9.2%
ICICI Bank Ltd
7.5%
Reliance Industries Ltd
4.5%
Bharti Airtel Ltd
4.0%
Axis Bank Ltd
3.6%
Larsen & Toubro Ltd
3.4%
State Bank of India
3.4%
Infosys Ltd
3.3%
Kotak Mahindra Bank Ltd
2.9%
ITC Ltd
2.8%
Top industry exposure
Financial Services
30.5%
Industrials
12.4%
Consumer Cyclical
11.6%
Consumer Defensive
8.6%
Healthcare
6.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
42%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks).
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Pathanjali Srinivasan

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